Blaine, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Jones Kertz & Associates, Inc.
Supported
Firm-wide stats for Jones Kertz & Associates, Inc.
Clients per advisor
11 Very LowAvg AUM per client
$5,311,355 Very HighHNW client ratio
80% Very HighAbout
Jones Kertz & Associates, Inc. is a registered investment adviser that provides discretionary and non‑discretionary portfolio management and related wealth planning for individuals (including high‑net‑worth clients), business owners, trusts, retirement accounts and select institutional clients; the firm manages roughly $239 million for about 44 client relationships. Custody and trade execution for managed accounts are provided through Fidelity affiliates as part of the firm’s managed account services.
The firm conducts in‑house investment selection using a bottom‑up fundamental research process supplemented by technical analysis, with portfolios primarily allocated to individual stocks alongside bonds and mutual funds to achieve diversified asset‑allocation targets. Portfolios are monitored continuously, rebalanced as needed, and clients receive quarterly performance and appraisal reports; long‑term holdings are typical while selective shorter‑term trading may occur based on market conditions.
Notable among peers, the firm operates its own wrap fee program through Fidelity — an arrangement relatively uncommon for team firms — and does not rely on third‑party managers, keeping portfolio management fully internal. The firm’s long operating history, a relatively high account minimum (typically $500,000, waivable), and a small client roster relative to assets under management reflect a concentrated advisory structure focused on a limited number of relationships.
Based on Jones Kertz & Associates, Inc.
Expertise
Based on Jones Kertz & Associates, Inc.
Location
9298 Central Ave NE, Suite 210
Blaine MN 55434
Advisors at this office
3
Advisors at this office
Linda W
Series 63
Blaine, MN
Jones Kertz & Associates, Inc.
Linda Wilke is a financial advisor with Jones Kertz & Associates, Inc. She holds a Series 63 designation and has 31 years of industry experience. Wilke has worked at Whittlinger Investment Corporation since 1994. Outside of her advisory role, she is employed as an accountant at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm manages its own wrap fee program, combining fundamental stock selection and technical analysis with diversified bond and mutual fund investments.
Brian K
Series 63, Series 65
Blaine, MN
Jones Kertz & Associates, Inc.
Brian Kertz is a financial advisor with Jones Kertz & Associates, Inc. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked at Whittlinger Investment Corporation since 2000. Outside of his advisory role, he serves as Senior Operations Manager at WCM Inc., an investment advisory firm in Minneapolis. Jones Kertz & Associates provides personalized portfolio management and wealth-planning services to individuals, high-net-worth clients, business owners, trusts, and retirement accounts. The firm operates its own wrap fee program with Fidelity and manages portfolios internally using a combination of fundamental and technical analysis, emphasizing asset allocation and continuous monitoring.
Michael M
Series 63, Series 65
Blaine, MN
Jones Kertz & Associates, Inc.
Michael Mccool is a financial advisor at Jones Kertz & Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Management Securities, Inc., Capital Management Associates, Inc., VSR Financial Services, Inc., and First Advisors. He serves as Secretary on the Board of Directors for the HighGrove Condominium Association. Jones Kertz & Associates, Inc. provides discretionary and non-discretionary portfolio management and wealth planning services to individuals, business owners, trusts, retirement accounts, and select institutional clients. The firm employs a bottom-up fundamental research process supplemented by technical analysis, managing portfolios internally with a focus on individual stocks, bonds, and mutual funds.
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